GeoWealth Management’s Energy Transfer Partners ET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-207	Closed	-$4.06K	–	1285
2024 Q4	$4.06K	Hold	207	–	–	﹤0.01%	1575
2024 Q3	$3.32K	Buy	+207	New	+$3.32K	﹤0.01%	1502